CHICAGO TAX CLUB

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1933

Legal Domicile

Phone

3129253127

Tax Period

2023-01-01 to 2023-12-31

CHICAGO TAX CLUB, founded in 1933, is a small nonprofit that reported $134K in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum.

Mission

The Club is dedicated to the professional development of its members promoting an interchange of ideas and mutual assistance among members and providing the opportunities to participate in accredited continuing education programs.

Program Service Accomplishments

Program 1

Expenses: $65,379 Revenue: $82,825

Fall Seminar - Tax Seminar covering various tax topics of interest to tax professionals.

Program 2

Expenses: $10,821 Revenue: $6,015

Winter Meeting - Covering tax administrative and software technology issues of interest to tax professionals.

Program 3

Expenses: $13,570 Revenue: $7,285

May Meeting - Covering tax administrative and software technology issues of interest to tax professionals.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $36,630

Program Service Revenue $97,280

Investment Income $402

Other Revenue $0

TOTAL REVENUE $134,312

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $99,850

Other Expenses $130,508

TOTAL EXPENSES $130,508

Year-over-Year Comparison

	2023	2022	Change
Revenue	$134,312	$108,651	+0.2%
Expenses	$130,508	$94,886	+0.4%
Net Income	$3,804	$13,765	-0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jackie Atalla	Director	1.00	Director	$0	$0	$0
Jill E Kosonen	Director	1.00	Director	$0	$0	$0
Joseph R Carr	Director	1.00	Director	$0	$0	$0
David Hughes	Director	1.00	Director	$0	$0	$0
Christina E Toader	Director	1.00	Director	$0	$0	$0
Vytenis P Kirvelaitis	Director	1.00	Director	$0	$0	$0
Jennifer A Zimmerman	Director	1.00	Director	$0	$0	$0
Samantha K Breslow	Director	1.00	Director	$0	$0	$0
Darren R Lebiecki	President	3.00	Officer	$0	$0	$0
Jonathan M Cesaretti	Vice President	3.00	Officer	$0	$0	$0
Maggie Young	Treasurer	3.00	Officer	$0	$0	$0
Peter Antonopoulos	Secretary	3.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$134,312	$130,508	$97,145	$3,804
2022	$108,651	$94,886	$93,341	$13,765
2021	$64,591	$57,602	$79,576	$6,989
2020	$18,411	$28,676	$72,587	$-10,265